Companies we represent

Capesky Insurance and Wealth Management Inc offers group and individual insurance products from the following insurance companies: 

• Dynamic Funds 

• Fidelity Investments

• Mackenzie Investments

• Peak Benefits Solutions Inc.

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We place insurance business and investment directly with:

• Canada Life Assurance Company

• Canada Protection Plan

• Travelance

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We place insurance business and investments with the following companies through Financial Horizon Group*, a Managing General Agency (MGA): 

• Assumption Life
• BMO Insurance
• Empire Life
• Equitable Life of Canada
• Desjardins Financial Security
• Industrial Alliance Insurance
• ivari
• Manulife
• Meridian Credit Union
• Sun Life Financial 

*see complete & up-to-date listing of affiliated companies here.

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Insurance products, including segregated fund policies, offered O/A Callery & Capesky – Partners in Planning through Wm. Callery Agencies Inc. and Capesky Insurance & Wealth Management Inc.; investment representatives Brian Callery, Mike Capesky and Steven Mosolanczki offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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We offer certain banking products from the following institutions:

• Equitable Bank

• Manulife Bank